Manage Term Sets

Use the Configuration tab in the Curriculum Manager module to manage the term sets you need for your school.

Terms are grouped by term sets, for example the terms for 'Winter Term', 'Lent Term' and 'Summer Term' are grouped by the term set of 'UK School Year (3 Terms)'.

Each term set must be linked to a programme, curriculum and term type.

1. Open the Curriculum Manager and select the Configuration tab.
2. Select Manage Term Sets from the right hand menu:

• All term sets are listed here.
• Icons indicate the features available for each set. These are determined by the settings in entity preferences.
3. Use the drop-down in the top right of the screen to change the Group By setting if required.
4. Use the filters and navigation tools to display the sets that you want to work with.
5. Choose to:
   • Add a term set.
   • Change the order of term sets.
   • Update term set entity preferences.
   • Copy a term set.
   • Edit a term set.
   • Delete a term set.

Add a term set

1. Select Add Term Set in the top left of the screen to display the Manage Term Sets window:


2. Complete the fields displayed in the Term Set Properties tab:

   Section	Explanation
   Term Set Properties	Enter a clear and concise name, code and description for the set. Term Set Programme. Use the drop-down list to select the programme to associate the term set with.
   Term Set Options	Use the drop downs to: Set the status of the term set. Selecting 'No' marks the set as 'Inactive'. Set this term set as the default. Only one set can be marked as the 'Default'. This is preselected when working choosing term sets in Ed:gen.

3. Select the Curriculum tab and select the curriculum that you want to use the term set.
4. Select the Term Types tab and select the term types that to be used in the term set.
5. Select Save & Close.The new term set is listed.

Change the order of term sets

Change the order that term sets are displayed in Ed:gen.

1. Select Order Term Sets in the header bar. The Arrange Term Sets window is displayed:


A tab is shown for each programme in the module.

2. Select the programme that you want to work with.
3. Select a term set and use the arrows to move it up or down the list.
4. Select Save & Close to close this window and return to the Manage Term Sets screen.

Update term set entity preferences

Update the entities displayed for term sets. For example, choose to display set Description in the Manage Term Sets screen grid.

Your entity preferences can also be configured centrally from the Manage Module Entities option.

1. Select the table icon in the top left of the screen to display the Edit Module Entity window:

• The Entity Properties tab displays an overview of your entity preferences.
• The four following tabs hold property details for the entity. A count next to the tab title indicates the number of selections made in the tab.
• The Audit tab lists any amendments that have been made to the entity.
2. In the Entity Properties tab:
   • Entity Properties cannot be changed.
   • It is not recommended that you make any changes to Export & Import Options.
   • Filter Options indicate the number of rows displayed if filters are used for the entity. The example below has 6 rows in the filter:
   
3. Work through the tabs shown to set details for the entity:
   Entity Fields

   All of the fields that are available for the entity are listed.

   Change the Display Names for the fields as required:

   
   Entity Filters

   All of the filters that can be used for the entity are listed.

   1. Use the checkboxes to select the filters that you want to include for the entity:
   
   2. Change the Titles used for the filters as required. Your selections determine how filters are displayed for the selected entity:
   
   Entity Group By

   All of the group by selections that can be made for the entity are listed.

   1. Use the checkboxes to select the group by selections that you want to include for the entity:
   
   2. Select a default if required.
   3. Change the Labels and Titles as required:
      • The Label name is displayed in the Group By drop-down menu.
      • The Title name is displayed in the screen where data is grouped. An example of how your selections are displayed for the selected entity is shown below:
      
   Entity Views

   All of the information that can viewed for the entity is listed.

   1. Use the checkboxes on the left to select the columns that you want to display:
   

   Be aware that the selections made in Manage Module Settings can determine the fields that are displayed regardless of whether they are selected here.

   2. Select whether an Image or a Title are displayed in the header bar for the entity. Either:
      • Use the Select Image drop-down to select an image for the entity. An icon is used instead of a column title.
        or
      • Enter a Title for the entity and check the box to the left of the Title. This is useful if you want to customise titles to suit you.
   3. Use the Spacer checkbox to add grey space to the right of columns. This is useful for dividing up the information displayed in the Manage Term Sets screen.
   4. Your selections determine the columns displayed for the selected entity:
   
4. Choose to change the order that any of your entity selections are displayed in the module.
   1. Select Order Entity xxx in your selected tab. A popup window is displayed, an example is shown below:
   
   2. Select to make a selection and use the arrows to move it up or down the list.
   3. Select Save & Close to close this window and return to the Edit Module Entity window.
5. Any changes made to entities are listed under the Audit tab in the window:

6. Select Save & Close to close the Edit Module Entity window. Your preferences are displayed in the Manage Term Sets screen.

Copy a term set

Choose to copy a term set. This is useful for recreating a term set.

1. Scroll to the term set that you want to copy and click the copy term set icon. A popup window is displayed:


2. Complete the fields displayed in the Term Set Properties tab:

   Section	Explanation
   Term Set Properties	Enter a clear and concise name, code and description for the set. Term Set Programme. Use the drop-down list to select the programme to associate the term set with.
   Term Set Options	Use the drop downs to: Set the status of the term set. Selecting 'No' marks the set as 'Inactive'. Set this term set as the default. Only one set can be marked as the 'Default'. This is preselected when working choosing term sets in Ed:gen.

3. Select the Curriculum tab and select the curriculum that you want to use the term set.
4. Select the Term Types tab and select the term types that to be used in the term set.
5. Select Save & Close.The term set is displayed in the Manage Term Sets screen.

Edit a term set

Update the details of a term set if required. For example, change the status of a term currently marked as 'Active'.

1. Scroll to the term set that you want to edit and click the edit icon. The Manage Term Sets window is displayed:


2. Complete the fields displayed in the Term Set Properties tab:

   Section	Explanation
   Term Set Properties	Enter a clear and concise name, code and description for the set. Term Set Programme. Use the drop-down list to select the programme to associate the term set with.
   Term Set Options	Use the drop downs to: Set the status of the term set. Selecting 'No' marks the set as 'Inactive'. Set this term set as the default. Only one set can be marked as the 'Default'. This is preselected when working choosing term sets in Ed:gen.

3. Select the Curriculum tab and select the curriculum that you want to use the term set.
4. Select the Term Types tab and select the term types that to be used in the term set.
5. Two other tabs are available, these are explained as follows:
   • Metadata. Any metadata fields set up for term sets are listed here. Add values for the metadata fields as required.
   • Audit. Any changes made to the term set are listed here.
6. Select Save & Close.The amended term set is listed.

Delete a term set

Remove a term set that has been added in error.

You cannot delete a term set which is active.

1. Scroll to the session term set that you want to delete and click the delete icon. You are prompted Are you sure you want to delete this term set?
2. Select Yes.
3. The term set is removed. A log is kept under the Logging tab for auditing purposes.